Expansion through mergers Credit Union of Southern California (CU SoCal) has a history of successfully merging with other credit unions, such as the recent merger with Pacific Community Credit Union. This trend presents a sales opportunity for targeting credit unions looking to expand their services or consolidate with a reputable institution like CU SoCal.

Recognition for workplace excellence CU SoCal has consistently been recognized for its exceptional workplace environment, earning awards such as the Gallup 2024 Exceptional Workplace Award and being named one of the Best Places to Work in 2018. Leveraging this recognition can be a strategic sales approach when targeting companies looking to enhance employee engagement and productivity through financial services partnerships.

Technological advancement for digital banking By adopting Fiserv's Architect platform for digital banking, CU SoCal demonstrates a commitment to providing a seamless digital banking experience for its members. This positions the credit union as a technology-forward institution, making it an attractive partner for companies seeking to enhance their online banking services and digital customer experiences.

Strong financial standing and revenue growth With a revenue in the range of $50M - $100M, CU SoCal showcases financial stability and steady growth. This financial health is an appealing factor for potential partners, including businesses looking for a financially sound credit union to collaborate with on various financial products and services.

Community-focused mission for mutual benefit CU SoCal's mission of focusing on making a difference rather than just profit aligns well with businesses that prioritize community engagement and social responsibility. Leveraging this community-focused approach can create sales opportunities with companies seeking partnerships with socially conscious financial institutions for mutual benefit and positive impact.